Christopher Balcer

Senior Project Manager @American Trust Retirement

Phoenix, AZ, US
EMAILS
c••••••@americantrust.com
MOBILE NUMBERS
+14•••••••43

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WORK HISTORY

Jun 2021 — Present

Senior Project Manager @American Trust Retirement

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AZ, US

Responsible for the management of Relius and retirement operations systems. Collaborate with internal and external clients. Manage workflow efficiency and the overall user experience for employees, participants, plan sponsors, and plan advisors. Provides support for a broad range of projects and improving data management and workflows. Assist operation management on strategic department goals and objectives and lead various initiatives.

SKILLS

PayrollAnalysisFinancial ServicesCrmAccessProcess ImprovementRelationship ManagementSoftware DocumentationBusiness AnalysisInvestments401kManagementLeadershipProject ManagementNetworkingMutual FundsRisk ManagementTrainingCustomer SatisfactionTesting

ABOUT CHRISTOPHER BALCER

SUMMARY My background includes collaborating with clients, reviewing retirement…

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